Using the Pareto principle (informally known as the 80-20 rule)

Yue Ma, Yue MA, Chief Architect of Lotus Symphony  |  Jan 13, 2008 8:15 PM
Profile image for Yue Ma Recently I had a discussion with friends who are working on investment banking. We don't have the same education background, and we work in two really different industries, but we all have an intuitive understanding of this principle.

In Symphony design and development, there is a question we always ask ourselves: What kind of feature we should provide to customers and what kind of request we may eliminate from the long list of feature requests. We post the Symphony plan candidates to the public to get their opinion. It's a big step, but can it solve all the issues? The same question always waits for the perfect answer.

Pareto principle teaches me that 80% of Symphony users may just use 20% of the Symphony features. But long tail theory also teaches me that those 80%, not-often-used features are still have their values. So how should we evolve Symphony?

There are a lot of functions in Symphony with three areas we need focus on: Basic usage, Programmability, and Integration values.

Basic Usage

We should make sure the common usage features, about 20% of the Symphony are well-designed and with high quality to meet the needs of most users, such as performance, copy/paste quality, side/tool bar usability, interoperability with other products, etc. The list is still long and we change it continuously by applying the user's feedback.

On the other hand, we must still spend some effort working on some critical features which might not be used very widely but are essential features in specific business contexts such as pivot table enhancement and data source support.

Programmability

One of the reasons we built the editors on the Expeditor/Eclipse programming model is that we want to leverage the powerful extensible and simplified integration mechanism. First, we should make Symphony a extensible editor so that domain specific features can be integrated into Symphony. Second, developers can embed the Symphony document manipulation capabilities into their base solutions. Some of these extension mechanisms will be provided in Symphony beta 4, and more will be added to future releases. We hope that we have chosen the right 20% of features. We really rely on user's input to make our choices (and to change them if we got it wrong).

Integration values

Like other company's product, it is hard to define the value of a product in an isolated context. The value is more about how to integrate other products to show the linked value. Lotus has a well recognized portfolio from server side to client. Symphony should leverage this to provide more integration point with Lotus and IBM products. By using the Symphony programmability capabilities ourselves we increase the probability of getting the programmability capabilities "right."

Back To Vilfredo Pareto....

People always request more features. Do these three areas cover all of those requirement? How broadly to do need to cover all of these areas? I personally think that we have to eliminate some seldom-used features that can be done in other ways. We may end up cutting some long tail values to optimize for common usage, and the side effect is some interoperability capability is lost as well. So we look to work with our users to make the right trade-offs.

Edited by: Yue Ma on Jan 13, 2008 6:22 PM

46 Comments
  • Togora said on Jan 14, 2008 1:18 AM:

    While I usnderstand the principle of the 80/20 I don't know how you can decide what users need and what should be omited. It could be that certain elements are needed within certain professionals. If we looked at a biblography tool, which I know you haven't implemented yet ;-) but we can still hope for, This would be a valuable tool to an academic but to an office worker it would seldom if ever be used. What you could do is ask users to vote on what elements they would like and use or permit a third party to code the tool. It should be remembered that users are turned off a piece of software by its limitations.
  • Mheikka said on Jan 14, 2008 3:05 PM:

    The decisions are easier if the Lotus developers would target MSOffice customers in enterprise business environments who want something else, study that group, analyze the content created, and develop a targeted tool for that audience. The necessary feature set, usability improvements, and priorities will quickly emerge. The paradox is by narrowing your audience youll open the door to greater possibilities for this suite.

    The lack of specific customer focus dooms many open-source projects to being a perpetually buggy beta with many half-implemented features that never mature.
  • Me said on Jan 15, 2008 12:08 AM:

    I would wish, that simplicisms that are offered by other popular SW comp's - for 'medeocre' office work - are less concidered. Let it be a bit more sofisticated in the sence of letting the downsides of computing truthfully show though. The cost of of 2-3 more user clicks in 20+ cases is well worth the gain in speed and overview - for all users. It makes us users learn, be wiser, and our output be *very* much better in the end. We are adaptive beings, and get used to a whole lot. Else, Symphony will get onto the bloat-boat! Conveniences can be added on demand later. Just like the opposite: highly specialised stuff can be added, and ONLY then in an equally sofisticated manner!

    Keep it basic, truthfull, thorough, get it fast. The real need.
  • Guest said on Jan 15, 2008 2:05 AM:

    if you make it half as good as wordpro I would be very happy. Word Pro does everything that is does very well, and never saw the need to move to MS-Office because of that.
  • drdrobil said on Jan 18, 2008 9:38 AM:

    I agree with 'guest' : IMHO WordPro ist still the best word-processor,

    that's why I still stick with it (and Freelance), but I'm moving from WinDoof to Linux, so I'm very happy about Sympony.

    However, Beta2 does not import LWP Frame Position and flow-around correctly :-(

    I'd love to see a really good import for LWP and Freelance.
  • pat tobin said on Jan 21, 2008 3:59 PM:

    Yue,

    This may be a stupid question, but is there any correlation between this new product and the Lotus Symphony that we all knew (and did not like) way back i the 80's.

    I was a huge 1-2-3 fan, and Symphony was Lotus' attempt to deliver an "integrated" spreadsheet that included database integration, advanced graphing, etc.

    Thanks, and best of luck with the product.
  • Justin said on Jan 21, 2008 10:53 PM:

    I find the new symphony product excellent. It would be great to merge email, calendar, and contacts from notes within the new format of symphany. Great new name for a new suite of products.
  • Dave said on Jan 24, 2008 8:30 AM:

    Perhaps another way to look at it would be for Symphony to provide all the features that 80% of users require. Its those extra features that add complexity - both in developing and usage. As pointed out by other comments, an application like WordPro satisfies many users needs. Let Microsoft have those remaining 20%.
  • John said on Jan 24, 2008 11:15 AM:

    I do academic word processing. If Symphony cannot connect to Zotero or Scholars Aid for example (bibliographic database programs), then I can't use it. I need to have Symphony format footnotes/endnotes in proper academic format.
  • Adriano said on Jan 25, 2008 10:58 AM:

    What about empowering the Symphony Suite with an e-mail client, agenda with alerts and contact management ?

    Doing that, IBM will adress a major part of today's user needs.

    And it will be easier to switch from "costing" Microsoft platform to Symphony. Keep on the good work.
  • William Smith said on Jan 25, 2008 6:11 PM:

    I, too, would like to see Symphony natively support the APA or MLA standards for academic writing. By doing so, you will empower undergraduate through post graduate students with the tools they need to compose virtually any academic documents. In addition, you will eliminate the need for third party, expensive, and error-prone 'add ons' that require an additional level of learning and skills.
  • Brian Vincent said on Jan 28, 2008 5:02 PM:

    My first take was that the interface does not 'look' as polished as the competition. The first impression as not as pretty as it could be.

    My second take was, oh $#!* the menu's are all different this will take forever to learn.

    But upon using it I did feel the 80/20 in the interface. Everything I really wanted to do was easy to find, usually using the right click and in order of importance. The 'wizards' were layed out different but were easy to navigate and understand. In all it was much more intuitive than the competition once I took the dive. I was surprised to find myself using the software productively right away.

    If you can give this a slightly better first impression for the shallow, then this could be a real contender.
  • David Garcia said on Jan 30, 2008 6:13 AM:

    WELL i say it is one of the best programs out there Symphony rocks keep up the good work out there for others this program is free to you can't bent that . A+ to IBM
  • Stijn said on Jan 31, 2008 4:26 AM:

    I hear some requests for some academic needs. Symphony is based on Eclipse so whatever you need, it can be build. There will be developers soon enough who will develop the less-used requirements anyways. If you can't wait, get someone to make it and publish it on the internet so the rest of the world can use it aswell.
  • Guest said on Feb 1, 2008 12:40 AM:

    dfdf
  • cbf1920 said on Feb 2, 2008 6:25 PM:

    I have used Lotus Organiser for years and still do so I think until Lotus Symphony adds an e-mail client, agenda with alerts and contact management suite then it will always lack the fundamental essential that will make the package complete
  • Guest said on Feb 3, 2008 7:51 AM:

    cbf1920, there is already an e-mail client, diary, calendar and alerts software plus some other things in the IBM product range. Guess what i am talkig about? Yes, Lotus Notes client does all these things, and it can be integrated with almost any office suite in the market. It is just a matter of writing a few lines of code.
  • Dave M said on Feb 4, 2008 8:01 AM:

    Another request for Lotus Approach function in Symphony. Yes I guess I'm in the 20%. But Approach beats anything else easily, for what it is, including MS. MS nearly ignore this need (recognised or not) in their office suites. Symphony could steal a march quite easily. Just needs a 'bit of code' ?
  • mike said on Feb 4, 2008 6:39 PM:

    why not just contribute to openoffice instead of taking their work changing it all around making yet another product for people to maintain!?!?!!?! why not help ooo? this is silly.
  • Rufus Woody III said on Feb 5, 2008 5:59 PM:

    I wish there were Mac support for Symphony! When is Mac support planned to arrive?
  • Will said on Feb 6, 2008 5:56 PM:

    I've been using Approach since Lotus Smart Suite 97 and it offers a much lower "ease of use" threshold than MS Access, for which I also do development. The average "user" is empowered in Approach and does not need to double-up as a "developer" to design, maintain, and efficiently use their Approach database. Approach has several functional attributes such as the form letter function which are not properly replicated in MS Access, even in the newest 2007 Vista version. You are missing a big bet on a user friendly database application if you don't maintain and further refine this product.
  • Guest said on Feb 7, 2008 4:02 PM:

    stop thinking and just make it work. I can not install Beta 4 due to the provisioning error.
  • honeybee said on Feb 8, 2008 1:19 PM:

    I concurr with Rufus ! Where's a MAC version ?
  • Heyward Drummond said on Feb 10, 2008 4:38 PM:

    The Lotus Symphony Mac OSX version is under development at this time and will be coming. Lotus Symphony will also ship with the Notes 8.5 Mac OSX client for Mac OSX 10.5 Leopard this year. Beta of Lotus Notes 8.5 is on our beta site.
  • Max Fu said on Feb 12, 2008 7:57 AM:

    I downloaded it today. It is great. But still has some shortage.

    1. Slow, open files, PPT files.

    2. Formula, I failed to find a method to input a formula.

    3. Compatibility, it is based on OpenOffice, isn't it?

    IBM will do better in the final version.
  • BK said on Feb 14, 2008 9:58 AM:

    it is very interesting product, where can i find some manuals and documentation for the training.....?
  • JLW said on Feb 15, 2008 2:46 PM:

    Let's not forget the OS2 problem - great product with lousy marketing. There needs to be more about Symphony in the mainstream media. In our society, the more people hear about it the more they think they need it.

    With all the Apple buzz - iPhone etc - don't leave out that marketplace very long.
  • AHR said on Feb 28, 2008 9:12 AM:

    Now you have managed to put together all the xml/ODF with OpenOffice, Eclipse and Java in the back, it is time to make Symphony work with mobile devices such as mobile phones and palmtops!

    Maybe only 20% of your customers care about it today, but 80% will do that tomorrow.
  • JPT said on Feb 29, 2008 9:47 AM:

    Pleeeeeese!!!! add Lotus Approach to your new Symphony product. Myself and others are trying to avoid microsoft office, but we need your help.
  • Jay Kimball said on Mar 4, 2008 12:31 AM:

    Rufus, this is Jay Kimball from College Park days, back in the 70's. Would love to chat and catch up. Email me if you get this a:

    jjaykimball@8020vision.com.
  • Alice C said on Mar 4, 2008 12:12 PM:

    lotus approach is what it needs - there are plenty of word processing and spreadsheet opensource alternatives around but nothing as easy to use and intuitive as approach - base just doesn't come near it so add approach and you would instantly get converts who would use the rest of the symphony package but their entry point would be approach.
  • Sacha S said on Mar 6, 2008 2:14 PM:

    So far I like what I see. What's missing is to send a document from within Symphony by e-mail (Notes). At least I have not figured out how to do that.

    I also believe it would be a wise thing to add a database to the product and a Notes light client that has e-mail (pop3, imap), calendaring etc. (it should use activesync on the windows platform and isync on the macintosh platform. And then IBM should cut a deal with Lenovo to make sure every PC/Notebook sold by them ships with the suite.
  • nd said on Mar 8, 2008 12:05 PM:

    The Pareto Law gives the number of income earners(N) who receive incomes higher than a given value (X) logN = logA + nlogX where A and m are constants. Joseph Juran translated it into Quality as "Vital few, Trivial many"

    It is NOT that 80% of users uses only 20% of options. In fact the principle say that the users find that only 20% of the options are vital to/for them, therefore the remaining 80% are trivial options introduced into the product as "nice" to satisfy some [subjective] points.

    Let's not going into the trap that the developers KNOW what the users want. Let's not pushing the user to use the trivial. The software in NOT the home building, build and they come. Let's make the software:GOOD,PERFORMANT as the

    users want.
  • tfw3 said on Mar 14, 2008 1:16 AM:

    The 80/20 rule is a myth, and, if followed, will sink the product. It will satisfy Sally Doolittle, of which there are many. But decision makers need the 20, and therefore will have to reject the product.

    We have been using WordPro for many years, have tried Word often, each time rejecting it. Out of SmartSuite, I still use WordPro for ALL documents, 123 for spdshts, Open Office for one unique spreadsheet, PPt for all presentations. I use divisions, bookmarks, groups of divisions, Figs, tables, TOC, Index, etc.

    I spent an hour looking for any document giving specs on Symphony. I wasted another hunk of time on a video of the WP indicating features ~ =to MS Works. Cute, but hardly ready for prime time.
  • Dave said on Mar 20, 2008 2:53 PM:

    IBM should have been giving away SmartSuite along with the Notes client and designer years ago! This would have been a GREAT loss leader for generating Domino server seats. Instead, you have to pay for another dying application (Notes) and get OpenOffice which you can already get for free. IBM's strategy is a losing one. There goes $5,000,000,000 wasted.
  • John A Thomson said on Mar 22, 2008 5:30 PM:

    I didn't even think this office suite was still in existence!!! But why bother? Microsoft Office and Open Office are now the market leaders! Why would any business decision maker put their eggs into a losing basket!
  • Ken Roberts said on Apr 2, 2008 8:59 AM:

    I fully support the comments about Lotus Approach, having used it for nearly 20 years as I have not found a suitable replacement. It is a powerful but easy to use data base program and works under Windows XP with no trouble despite being branded as "incompatible". Indeed it hardly needs updating - a few cosmetic touches would suffice.
  • Jack Brady said on Apr 3, 2008 7:35 PM:

    I don't know of any database app. that competes with Approach for what it is. Access requires an investment of time and energy that few are willing to give Approach is a unique product that would compel me consider using Symphony. Unique features such as the Approach application answer to the marketing question; why should I adopt the Symphony suite when Microsoft is the world standard?
  • cavehomme said on May 16, 2008 4:12 PM:

    Openoffice is a great global effort but as many people already pointed out it is not polished enough and not inviting enough to use. I used to use Smartsuite but not functional enough to cope with the latest design templates, mobile and internet synchronisation, so I ended up back with MS Office. Still hate it, but Visio and Project are unusually excellent (though not part of the Office anymore). Symphony - nice concept, but only half an office suite, and stand-alone. Would like to use it, but need the Notes database, drawing and project tools - the chance of IBM providing all that is NIL ! Symphony is strategic for only trying to stop Lotus customers moving completely to MS and it wll not bring in many new customers regretably.
  • Linda said on Jun 20, 2008 4:09 AM:

    I would think targeting the number 1 in the industry is a good approach. I know Microsoft Exchange looking for Domino features one by one at the groupware era. Why can't we look for MS Office basic features and surpass MS in programmability and integration?
  • willy said on Jun 30, 2008 7:43 AM:

    Why not have a basic product - the 20 % that is used most.

    Then offer specialised "modules" for who needs more.
  • LASO5250@YAHOO.COM said on Jul 5, 2008 1:37 PM:

    HELLO/GOOOD/ISSUES/PSI/COMPUTER/LIBRARY/PORTCOL/TT.695980/ 180/1201/AM/401/AN/TT12WTLMMCAVPN/CASE/695980/SANLUSIS/OBISPO/CALIFORINA/MB/0710/2008/AFFECTEDSERVICES/TT/695531/CRS/CDC/DOC/SOC/POC/87434/T/69099/UHTA/STATE/DIA/IP/MPLSNWNM/NSA/PORTOCOL/2003/HURST/ST/CALIFORINA/WEST/COVINA/APT/4/COPA/AIR/ZONA/ NSA/LASO5250@YAHOO.COMIRA/ SSI/DIA/FEDS/MIAMI/FL/331301504/SSN/567395250
  • dji@djicomputer.com said on Oct 13, 2008 12:28 AM:

    Lotus Approach fills a niche that no other database product does, combining ease of use and power. I use Access all the time and there's no way the average user can be productive with this software. It's quite powerful but it couldn't be less intuitive. Allowing Approach to die would be a total waste. If you can't add it to Symphony, at least sell it off or give it to the open source community to develop.
  • rpickrell@UNITEKINST.COM said on Oct 22, 2008 1:07 PM:

    We are still using the original Lotus Symphony program, and have been for over 20 years now. Nothing anywhere offers the powerful and usable command language which was placed on the original Symphony spreadsheet itself, offering unprecidented power and ease of use.

    If we could find anything to replace it we would, since the old 640K barrier has put severe pressure on us. As far as we know, nothing does. Why, we wonder, is this?

    Is anyone, anywhere, thinking of once again offering a command language (macro) driveable spreadsheet?
  • arnaldo said on Jun 2, 2009 7:02 AM:

    sONO ITALIANO E NON CONOSCO MOLTO BENE L'INGLESE, ma per favore aggiungete il lotus approach nella vostra lotus symphony
  • Carlos said on Aug 29, 2009 9:55 PM:

    Yes, please Lotus Approach! I unfortunately am switching to Filemaker, but if you come out with an updated Approach I would sell (or give away) my Filemaker licences!
Add Your Comment

Comments are not monitored for the purpose of providing support. If you have issues with Lotus Symphony, visit the Support Forums.

* indicates required fields

Optionally include your email address so that if we need to, we can follow up your comment for more clarity. After you submit your comment, your email address will not be displayed and only your name will be displayed on the web.


750 Character maximum